Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
+1,851
New +$419K 0.08% 149
2025
Q1
Sell
-1,201
Closed -$237K 252
2024
Q4
$237K Buy
+1,201
New +$237K 0.06% 173
2024
Q3
Sell
-1,334
Closed -$232K 209
2024
Q2
$232K Buy
+1,334
New +$232K 0.06% 176